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GOALVEST ADVISORY LLC
CRD 285374 · SEC 801-116790
4 WORLD TRADE CENTER, SUITE 2908, NEW YORK, NY, 10007, United States
Phone
(646) 941-8458
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$777.6M
Discretionary AUM
$758.9M
Team
10 total employees; 7 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 236 | $101.0M |
| High net worth individuals | 207 | $543.7M |
| Pooled investment vehicles | 4 | $27.0M |
| Charitable organizations | 1 | $8.9M |
| Corporations/business entities | 39 | $96.9M |
States served
CA, CO, KS, MA, MS, MT, NE, NJ, NY, OK, WY, MO, TX
All web addresses on file
Official SEC filing: View on IAPD